+87.9%
MDLZ vs FIVN
+105.2%
-17.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.8% | +4.0% | +1.4% |
| 7D | 0.0% | -9.6% | +9.5% | +0.5% |
| 30D | +1.4% | -11.9% | +13.4% | +2.0% |
| 3M | 0.0% | +40.1% | -40.1% | -2.1% |
| 6M | +9.1% | +68.3% | -59.2% | +5.3% |
| YTD | +17.9% | +51.5% | -33.5% | +14.2% |
| 1Y | +3.2% | +15.1% | -11.9% | +1.5% |
| 3Y | -2.5% | -55.6% | +53.1% | +0.8% |
| 5Y | +17.6% | -82.4% | +100.0% | +28.3% |
| 10Y | +87.9% | +114.5% | -26.5% | +59.6% |
| All | +87.9% | +105.2% | -17.3% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling